J.p. Morgan Securities
47yrs
Top advisor by experience at J.p. Morgan Securities
23yrs
Peter Klos
Financial advisor at Edward Jones
Peter Klos has worked in the financial industry for 23 years and is a fiduciary financial advisor based in San Francisco, California. After 21 years at Natixis Advisors and a year at UBS Financial Services, Peter joined Edward Jones in 2026, a firm offering financial planning, investment management, and retirement plan consulting. Peter holds the CFA designation.
One of 3220 advisors with offices in San Francisco, and one of 2949 fiduciaries.
At a glance
Experience23 years (since 2003)
How that compares ?Top 16% by experience at Edward Jones
Office101 Second Street Suite 1600, San Francisco, CA 94105
FirmEdward Jones
How the firm is paid ?Percent of assets, Flat fee, Other
Typical client at the firm ?$246,728
Advisors at the firm24,118
States licensed ?1 state
Services through Edward Jones
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managers
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFA
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- Feb 2026 – nowEdward JonesCurrent firm
- 2005 – 2026Natixis Advisors, LLCPreviously
- Nov 2003 – Dec 2004UBS Financial Services Inc.Previously
Questions to ask Peter
Tailored to Peter’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Peter
How do I contact Peter?
Call Edward Jones at 314-515-2000 and ask for Peter Klos. Peter works from the San Francisco, CA office.
How long has Peter been a financial advisor?
Peter has been in the industry since 2003, about 23 years. Top 16% by experience at Edward Jones.
What licenses does Peter hold?
Series 66. Tap any license on this page to see what it allows.
Is Peter a fiduciary?
Peter is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Peter paid?
Edward Jones reports being paid by a percentage of the assets they manage, flat or fixed fees, other fees. Ask Peter for your total yearly cost in dollars.
Official record as of October 2, 2026.
This profile is for information only and is not financial advice or a recommendation.
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